Search Legislation

The Income-related Benefits Schemes and Social Security (Recoupment) Amendment Regulations 1991

 Help about what version

What Version

 Help about opening options

Opening Options

More Resources

Status:

This is the original version (as it was originally made).

Statutory Instruments

1991 No. 1175

SOCIAL SECURITY

HOUSING, ENGLAND AND WALES

HOUSING, SCOTLAND

The Income-related Benefits Schemes and Social Security (Recoupment)Amendment Regulations 1991

Made

10th May 1991

Laid before Parliament

10th May 1991

Coming into force

11th May 1991

The Secretary of State for Social Security in exercise of powersconferred by sections 20(1), 22(8), 22(9)(a) to (c), 51(1)(h), 51A(1)(h)and 84(1) of the Social Security Act 1986(1), sections 22(5) and 30(1) of the Social Security Act1989(2) and section 166(1) to (3A) of the Social Security Act1975(3) and of all other powers enabling him in that behalf, ithaving appeared to him, so far as these Regulations relate to housingbenefit and community charge benefits, that by reason of the urgency ofthe matter it is inexpedient to consult with organisations appearing tohim to be representative of the authorities concerned(4), and after agreement by the Social Security AdvisoryCommittee that proposals to make these Regulations should not bereferred to it(5), hereby makes the following Regulations:

Citation, commencement and interpretation

1.—(1) These Regulations may be cited as the Income-related BenefitsSchemes and Social Security (Recoupment) Amendment Regulations 1991 andshall come into force on 11th May 1991.

(2) In these Regulations—

  • “the Community Charge Benefits Regulations” means the Community Charge Benefits (General) Regulations 1989(6);

  • “the Family Credit Regulations” means the Family Credit (General) Regulations 1987(7);

  • “the Housing Benefit Regulations” means the Housing Benefit (General) Regulations 1987(8);

  • “the Income Support Regulations” means the Income Support (General) Regulations 1987(9);

  • “the Social Security (Recoupment) Regulations” means the Social Security (Recoupment) Regulations 1990(10).

Amendment of the Community Charge Benefits Regulations

2.—(1) The Community Charge Benefits Regulations shall be amended inaccordance with the following paragraphs.

(2) In regulation 2 (interpretation) after the definition of“the Macfarlane (Special Payments) Trust” there shall be inserted the following definition—

  • “the Macfarlane (Special Payments) (No. 2) Trust” means the trust of that name, established on 3rd May 1991 partlyout of funds provided by the Secretary of State, for the benefit ofcertain persons suffering from haemophilia and other beneficiaries;.

(3) In regulation 25(3) (notional income) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(4) In regulation 30(6) (income treated as capital) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(5) In regulation 33(3) (notional capital) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(6) In regulation 61(1) (evidence and information to be provided to anauthority by a claimant) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(7) In Schedule 3 (sums to be disregarded in the calculation of incomeother than earnings) for paragraph 35 there shall be substituted thefollowing new paragraph—

35.(1) Any payment made under the Macfarlane Trust, the Macfarlane (Special Payments) Trust, the Macfarlane (Special Payments) (No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end of two years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

(6) In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any income which derives from anypayment of income or capital made under or deriving from any of theTrusts..

(8) In Schedule 4 (capital to be disregarded)—

(a)for paragraph 23 there shall be substituted the following newparagraph—

23.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a periodfrom the date of the payment until the end of two years from thatperson’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

(6) In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any capital resource whichderives from any payment of income or capital made under or derivingfrom any of the Trusts..

(b)in paragraph 32 at the end the following words shall be added“or under the Macfarlane (Special Payments) Trust or the Macfarlane(Special Payments)(No. 2) Trust”.

Amendment of the Family Credit Regulations

3.—(1) The Family Credit Regulations shall be amended in accordance withthe following paragraphs.

(2) In regulation 2 (interpretation) after the definition of“the Macfarlane (Special Payments) Trust” there shall be inserted the following definition—

“the Macfarlane (Special Payments) (No. 2) Trust” means the trust of that name, established on 3rd May 1991 partlyout of funds provided by the Secretary of State, for the benefit ofcertain persons suffering from haemophilia and other beneficiaries;.

(3) In regulation 26(3) (notional income) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(4) In regulation 31 (income treated as capital) for paragraph (3) thereshall be substituted the following paragraph—

(3) Any charitable or voluntary payment which is not made or is notdue to be made at regular intervals, other than a payment which is madeunder the Macfarlane Trust, the Macfarlane (Special Payments) Trust, theMacfarlane (Special Payments) (No. 2) Trust or the Independent LivingFund shall be treated as capital..

(5) In regulation 34(3) (notional capital) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(6) In Schedule 2 (sums to be disregarded in the calculation of incomeother than earnings) for paragraph 34 there shall be substituted thefollowing new paragraph—

34.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any childwho is a member of that person’s family or who was such a member and whois a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end of two years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of twoyears from the relevant date.

(6) In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any income which derives from anypayment of income or capital made under or deriving from any of theTrusts..

(7) In Schedule 3 (capital to be disregarded)—

(a)for paragraph 23 there shall be substituted the following newparagraph—

23.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end oftwo years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

(6) In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any capital resource whichderives from any payment of income or capital made under or derivingfrom any of the Trusts.;

(b)in paragraph 31 at the end the following words shall beadded—“or the Macfarlane (Special Payments) (No. 2) Trust”.

Amendment of the Housing Benefit Regulations

4.—(1) The Housing Benefit Regulations shall be amended in accordance withthe following paragraphs.

(2) In regulation 2 (interpretation) after the definition of“the Macfarlane (Special Payments) Trust” there shall be inserted the following definition—

  • “the Macfarlane (Special Payments) (No. 2) Trust” means the trust of that name, established on 3rd May 1991 partlyout of funds provided by the Secretary of State, for the benefit ofcertain persons suffering from haemophilia and other beneficiaries;.

(3) In regulation 35(3) (notional income) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(4) In regulation 40(6) (income treated as capital) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

5 In regulation 43(3) (notional capital) after the words“the Macfarlane (Special Payments) Trusts” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(6) In regulation 73(1) (evidence and information to be provided to anauthority by a claimant) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“or the Macfarlane (Special Payments) (No. 2) Trust”.

(7) In Schedule 4 (sums to be disregarded in the calculation of incomeother than earnings) for paragraph 34 there shall be substituted thefollowing new paragraph—

34.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end of two years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

6 In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any income which derivesfrom any payment of income or capital made under or deriving fromany of the Trusts..

(8) In Schedule 5 (capital to be disregarded)—

(a)for paragraph 23 there shall be substituted the following newparagraph—

23.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end oftwo years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

6 In the case of persons to whom or from whose benefit a paymentreferred to in this paragraph is made, any capital resource whichderives from any payment of income or capital made or derivingfrom any of the Trusts.;

(b)in paragraph 32 at the end the following words shall beadded—“or the Macfarlane (Special Payments) (No. 2) Trust”.

Amendment of the Income Support Regulations

5.—(1) The Income Support Regulations shall be amended in accordance withthe following paragraphs.

(2) In regulation 2 (interpretation) after the definition of“the Macfarlane (Special Payments) Trust” there shall be inserted the following definition—

  • “the Macfarlane (Special Payments) (No. 2) Trust” means the trust of that name, established on 3rd May 1991 partlyout of funds provided by the Secretary of State, for the benefit ofcertain persons suffering from haemophilia and other beneficiaries;.

(3) In regulation 42(4) (notional income) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(4) In regulation 48(10)(c) (income treated as capital) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(5) In regulation 51(3) (notional capital) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”.

(6) In regulation 72(1)(a) (assessment of income and capital in urgentcases)—

(a)after the words“payment of income” there shall be inserted the words“or income in kind”;

(b)after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”;

(c)for the words“paragraph 5,” there shall be substituted the words“paragraph 5, 39(2), (3) or (4),”.

(7) In Schedule 9 (sums to be disregarded in the calculation of incomeother than earnings)—

(a)in paragraph 21(2) after the words“the Macfarlane (Special Payments) Trust” there shall be inserted the words“, the Macfarlane (Special Payments) (No. 2) Trust”;

(b)for paragraph 39 there shall be substituted the following newparagraph—

39.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives a paymentmade under any of the Trusts to which sub-paragraph (1) refers andwhich is made to or fro the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end oftwo years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

(6) In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any income which derives from anypayment of income or capital made under or deriving from any of theTrusts..

(8) In Schedule 10 (capital to be disregarded)—

(a)for paragraph 22 there shall be substituted the following newparagraph—

22.(1) Any payment made under the Macfarlane Trust, theMacfarlane (Special Payments) Trust, the Macfarlane (Special Payments)(No. 2) Trust (“the Trusts”), or the Independent Living Fund.

(2) Any payment by or on behalf of a person who is suffering or whosuffered from haemophilia, which derives from a payment made under anyof the Trusts to which sub-paragraph (1) refers and which is made to orfor the benefit of—

(a)that person’s partner or former partner from whom he is not, orwhere that person has died was not, estranged or divorced;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(3) Any payment by or on behalf of the partner or former partner of aperson who is suffering or who suffered from haemophilia provided thatthe partner or former partner and that person are not, or if either ofthem has died were not, estranged or divorced, which derives from apayment made under any of the Trusts to which sub-paragraph (1) refersand which is made to or for the benefit of—

(a)the person who is suffering from haemophilia;

(b)any child who is a member of that person’s family or who was such amember and who is a member of the claimant’s family; or

(c)any young person who is a member of that person’s family or who wassuch a member and who is a member of the claimant’s family.

(4) Any payment by a person who is suffering from haemophilia, whichderives from a payment under any of the Trusts to which sub-paragraph(1) refers, where—

(a)that person has no partner or former partner from whom he is notestranged or divorced, nor any child or young person who is or had beena member of that person’s family; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the date of the payment is a child, a youngperson or a student who has not completed his full-time education andhas no parent or step-parent, to his guardian,

  • but only for a period from the date of the payment until the end oftwo years from that person’s death.

(5) Any payment out of the estate of a person who suffered fromhaemophilia, which derives from a payment under any of the Trusts towhich sub-paragraph (1) refers, where—

(a)that person at the date of his death (the relevant date) had nopartner or former partner from whom he was not estranged or divorced,nor any child or young person who was or had been a member of hisfamily; and

(b)the payment is made either—

(i)to that person’s parent or step-parent, or

(ii)where that person at the relevant date was a child, a young personor a student who had not completed his full-time education and had noparent or step-parent, to his guardian,

  • but only for a period of two years from the relevant date.

(6) In the case of a person to whom or for whose benefit a paymentreferred to in this paragraph is made, any capital resource whichderives from any payment of income or capital made under or derivingfrom any of the Trusts.

(b)in paragraph 29 at the end the following words shall beadded—“or the Macfarlane (Special Payments) (No. 2) Trust”.

Amendment of the Social Security (Recoupment) Regulations

6.  In regulation 4 of the Social Security (Recoupment) Regulations(exempt payments)(11) after paragraph (e) there shall be inserted thefollowing paragraph—

(ee)any payment made from the Macfarlane (Special Payments) (No. 2)Trust established on 3rd May 1991 partly out of funds provided by theSecretary of State, for the benefit of certain persons suffering fromhaemophilia and other beneficiaries;.

Signed by authority of the Secretary of State for Social Security.

Nicholas Scott

Minister of State,

Department of Social Security

10th May 1991

Explanatory Note

(This note is not part of the Regulations)

These Regulations amend the Community Charge Benefits (General)Regulations 1989, the Family Credit (General) Regulations 1987, theHousing Benefit (General) Regulations 1987 and the Income Support(General) Regulations 1987 to provide that in calculating a claimant'sincome and capital for determining his entitlement to those benefitspayments made under the Macfarlane (Special Payments) (No. 2) Trust tohaemophiliacs and other beneficiaries are to be disregarded and toprovide that certain sums which derive from payments under that Trust,the Macfarlane Trust, or the Macfarlane (Special Payments) Trust arealso to be disregarded.

They also amend the Social Security (Recoupment) Regulations 1990 soas to exempt payments made from the Macfarlane (Special Payments) (No.2) Trust from the effects of section 22 of the Social Security Act 1989(recovery from damages etc. of sums equivalent to benefit).

(1)

1986 c. 50; section 20(1) was amended and section 51A wasinserted by the Local Government Finance Act 1988 (c. 41), Schedule 10,paragraphs 2(2) and 8 respectively and section 84(1) is cited because ofthe meaning assigned to the words“prescribed” and“regulations”.

(2)

1989 c. 24. Section 30 is cited because of the meaningassigned to the words“prescribed” and“regulations”.

(3)

1975 c. 14; sub-section (3A) was inserted by section62(1) of the Social Security Act 1986 and section 166(1) to (3A) wasapplied by section 83(1) of that Act.

(4)

Seesection 61(7) of the Social Security Act 1986; section 61(7) wasamended by the Local Government Finance Act 1988 (c. 41), Schedule 10,paragraph 10.

(5)

Seesection 61(1)(b) and (10) of the Social Security Act 1986; thedefinition of“regulations” was added to section 61(10) by the Social Security Act 1989 (c. 24),Schedule 8, paragraph 12(4).

(6)

S.I. 1989/1321; relevant amending instruments are S.I.1990/834 and 1773.

(7)

S.I. 1987/1973; relevant amending instruments are S.I.1988/660, 999, 1438 and 1970 and 1990/127 and 574.

(8)

S.I. 1987/1971; relevant amending instruments are S.I.1988/661, and 1971 and 1990/127, 546 and 1775.

(9)

S.I. 1987/1967; relevant amending instruments are S.I.1988/663, 999, 1445 and 2022, 1989/534 and 1323 and 1990/127, 547 and1776.

(10)

S.I. 1990/322; relevant amending instrument is S.I.1990/1558.

(11)

Paragraph (e) was substituted by S.I. 1990/1558.

Back to top

Options/Help

Print Options

Close

Legislation is available in different versions:

Latest Available (revised):The latest available updated version of the legislation incorporating changes made by subsequent legislation and applied by our editorial team. Changes we have not yet applied to the text, can be found in the ‘Changes to Legislation’ area.

Original (As Enacted or Made): The original version of the legislation as it stood when it was enacted or made. No changes have been applied to the text.

Close

Opening Options

Different options to open legislation in order to view more content on screen at once

Close

More Resources

Access essential accompanying documents and information for this legislation item from this tab. Dependent on the legislation item being viewed this may include:

  • the original print PDF of the as enacted version that was used for the print copy
  • lists of changes made by and/or affecting this legislation item
  • confers power and blanket amendment details
  • all formats of all associated documents
  • correction slips
  • links to related legislation and further information resources